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Notis

Catch address issues in Capsule before they cause delays

A scheduled review can surface address records that may need a closer look, helping you catch issues before the next shipment or customer visit.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Parties

Lists contacts in the account.

Why this helps

Address problems can sit unnoticed in a CRM until a delivery or customer interaction depends on them.

  • Review available Capsule party details on a recurring schedule.
  • Use Addresszen to assess addresses returned from Capsule.
  • Receive a concise report of records that may need human review.

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and Capsule CRM once in Notis.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to retrieve Capsule parties, check available addresses with Addresszen, and report only records whose details may need attention.
  • 4Choose the notis_cron trigger and set a recurring schedule, then select a channel for run reports.
  • 5Test with one real scheduled run and review the report.

Questions about this workflow

Will this automatically update Capsule addresses?

This workflow retrieves parties and reports possible issues. It does not change contact records.

What if a party has no address?

Tell Notis to flag missing address details separately from addresses Addresszen cannot verify. The report can only assess details returned from Capsule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addresszen to Capsule crm. A trigger fires from one place; an action lands in another.

Addresszen triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

Connect any two apps with Notis in the middle.

Addresszen and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Capsule crm.